FAS Wealth Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 335 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$142,095
+2.9%
1,264
+0.8%
0.01%0.0%
Q1 2024$138,066
+8.2%
1,2540.0%0.01%0.0%
Q4 2023$127,586
+11.2%
1,254
+1.0%
0.01%0.0%
Q3 2023$114,717
-5.2%
1,242
-1.6%
0.01%
-20.0%
Q2 2023$121,070
+6.3%
1,262
+1.0%
0.02%
+25.0%
Q1 2023$113,893
+7.4%
1,2490.0%0.01%0.0%
Q4 2022$106,049
-48.5%
1,249
-52.7%
0.01%
-47.8%
Q3 2022$206,000
-73.6%
2,641
-71.6%
0.02%
-72.0%
Q2 2022$780,000
+203.5%
9,299
+261.0%
0.08%
+241.7%
Q1 2022$257,000
-52.2%
2,576
-49.4%
0.02%
-51.0%
Q4 2021$538,000
-18.2%
5,087
-22.8%
0.05%
-21.0%
Q3 2021$658,000
-1.3%
6,588
-0.0%
0.06%
-1.6%
Q2 2021$667,000
-28.8%
6,589
-33.1%
0.06%
-35.7%
Q1 2021$937,000
+3.2%
9,846
-1.6%
0.10%
-4.9%
Q4 2020$908,000
-42.6%
10,008
-49.4%
0.10%
-52.3%
Q3 2020$1,582,000
-3.7%
19,789
-11.2%
0.22%
-10.7%
Q2 2020$1,643,000
-0.4%
22,293
-15.5%
0.24%
-16.3%
Q1 2020$1,650,000
-21.6%
26,371
-0.6%
0.29%
-18.4%
Q4 2019$2,104,000
+2.0%
26,543
-5.1%
0.35%
-5.3%
Q3 2019$2,062,000
-4.5%
27,962
-4.6%
0.37%
-7.0%
Q2 2019$2,159,000
-20.5%
29,296
-22.1%
0.40%
-24.2%
Q1 2019$2,715,000
-20.5%
37,625
-29.3%
0.53%
-32.1%
Q4 2018$3,414,000
+23.7%
53,210
+43.2%
0.78%
+24.4%
Q3 2018$2,760,000
+17.0%
37,166
+12.0%
0.63%
-0.9%
Q2 2018$2,359,000
+13.1%
33,175
+14.1%
0.63%
+5.5%
Q1 2018$2,085,00029,0770.60%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders